Branch Member Engagement Representative

Location:

Georgetown West Branch, 105 Marketplace Cir, Georgetown, KY 40324, USA

Branch Member Engagement Representative serves as the primary point of contact for members via inbound and outbound phone calls, representing the credit union professionally and delivering an exceptional member experience that exceeds department standards.

Responsibilities include:

• Consistently achieve quality assurance standards for handling incoming and outgoing communications in line with credit union guidelines.
• Utilize critical‑thinking skills to proactively identify solutions to complex challenges.
• Maintain consistent availability for incoming communications by minimizing unscheduled departures and ensuring schedule adherence.
• Drive sales development by promoting credit union products and services.
• Accurately open new memberships, checking accounts, and investment products in compliance with credit union standards.
• Consistently meet performance goals for product retention and member engagement.
• Maintain up‑to‑date knowledge of credit union offerings to recommend suitable products.
• Explain terms and conditions clearly and empathetically to members.
• Collaborate with support departments to resolve member issues promptly.
• Communicate professionally verbally and in writing with members, management, and other departments.
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